Short Business Description:I work with business owners and professionals to make good financial decisions!

Long Business Description:

As a Wealth Management Advisor I help my clients define their financial goals and put a plan into place to help them realize their hopes and dreams. Whether they own a business and need health insurance, a retirement plan, or other employee/executive benefits, or they are an individual who want to plan for the future, I can help them!

Short Business Description:As the Branch Manager, member of a 5 person team and one of 6 Financial Advisors in the Mishawaka office, I enjoy lending my broad experience in the many aspects of financial management to fellow community members. Specializing in retirement planning and estate planning, I am most interested in reaching out to career minded women to assist in organizing and planning for their future.

Long Business Description:

I have a deep desire to get to know and understand people, their motivations and behaviors while analyzing research and data to create strategies that help them realize their personal financial success. I spend the majority of my time focusing on professional women, small business owners and financial windfall recipients. I wake up excited to get to work because I get to have a direct and exponential impact on helping more people achieve their life and financial dreams. …

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site, Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

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